Canva's Magic Layers: AI Generated a New Bottleneck. Canva Is Trying to Remove It.
Magic Layers converts flat AI-generated images into fully editable designs inside the Canva editor. Image: Canva Artificial intelligence promised to make visual…
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Independent Analysis: AI, SaaS, and Revenue Growth Strategy
Browse independent analysis on AI, SaaS, and revenue growth strategy from the shashi.co archive.
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Why Google Spent $32 Billion To Stay Out of Cloud Wars
Source note: This analysis is based on Assaf Rappaport's official announcement on the Wiz blog, 11 March 2026. Analysis and interpretation are noted separa…
Comviva's NGAGE for Enterprises: CPaaS Convergence at Enterprise Connect 2026
Comviva's NGAGE for Enterprises: CPaaS Convergence at Enterprise Connect 2026 March 11, 2026 | Shashi Bellamkonda I saw Kadambini Rana's LinkedIn post fr…
Verint's First Post-Merger Move: AI Bots, Now, Not Later
Three months after completing its merger with Calabrio, Verint has made its first significant product integration announcement — and the speed of it is worth n…
NVIDIA’s 5-Layer Cake: The Prophecy of Industrialized Intelligence
Infrastructure, Not Models, as the Competitive Moat Jensen Huang has built NVIDIA into one of the world's most valuable companies by thinking in systems ra…
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"The People Moat: Why Task Commoditization Is Creating a New Kind of Job Insecurity
"The People Moat: Why Task Commoditization Is Creating a New Kind of Job Insecurity
The global discourse on AI often centers on a binary fear of job loss. However, current market signals suggest that the disruption is not a uniform wave of une…
The Connection Layer Just Became the Control Layer. Boomi Isn't Competing on Connectors Anymore
Boomi Has Already Won the Connection Game. Now They Are Winning on Convergence. Boomi's strategic clarity has sharpened under Steve Lucas. The company reali…
Mitel Edge: When Communications Infrastructure Becomes Operational Control
Posted: March 9, 2026 By Shashi Bellamkonda Mitel announced two complementary products this week: Mitel WX, an AI-enabled, voice-first communications application…